If an event arises that you think will lead to a claim, please contact us immediately. We help you get this sorted!! A major benefit of having an adviser looking out for your best interests.
Depending on the nature of the claim, you may be required to supply some information to process it, including a completed claim form, a death certificate, your policy document, coroner’s reports, or other material as required by the insurer.
We will help you with all of this.
For health insurance claims, please contact us as soon as your doctor recommends a procedure to you, or you know you are proceeding with private treatment, as most of our insurers allow pre-approval of claims.